CROSS POINT CAPITAL LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
136223
Registered since
November 3, 2005

Firm profile

FINTRX

Overview

Cross Point Capital LLC is a privately held limited liability company that registered with the SEC in 2005. FINTRX characterizes ownership as individual and does not assign the firm to a specific advisory classification. The database flags the firm as not being a capital allocator and not an active ESG investor; it is also marked as not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX lists no details about the firm’s advisory activities, fee model, client types, or investment strategy, so material specifics about how the firm sources mandates or constructs portfolios are not reported in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ILIAS ISLAMOV

    Owner & CEOCRD 4963410

Contacts

3 of 7
  • ROY MUI

    Operations OfficerCRD 5131063

  • Matthew Alexander

    Registered RepresentativeCRD 8170069

  • KRISHNA BALACHANDER

    Co-PresidentCRD 5679490

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
30 E 23rd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth